XSOE icon

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE

Overview Fund Activity

229 hedge funds and large institutions have $975M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 93 reducing their positions, and 20 closing their positions.

Holders
229
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.05%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
26
Increased
75
Reduced
93
Closed
20
Calls
$55K
Puts
–
Net Calls
+$55K
Net Calls Change
+$55K

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$9.24M
2
WMR
2
Wealth Management Resources
Rhode Island
$9.14M
3
Morgan Stanley
3
Morgan Stanley
New York
$107M
4
AAP
4
Arax Advisory Partners
Colorado
$3.93M
5
Raymond James Financial
5
Raymond James Financial
Florida
$3.9M

Top Sellers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$0
2
FTUS
2
Flow Traders U.S.
New York
$13.2M
3
Jane Street
3
Jane Street
New York
$2.39M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$247K
5
OMC
5
Old Mission Capital
Illinois
$2.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$107M 3,526,624 +153,038 +5%
Bank of America
2
Bank of America
North Carolina
$60.4M 1,981,983 -48,433 -2%
CI
3
Clal Insurance
Israel
$55.2M 1,809,401 – –
VA
4
Valmark Advisers
Ohio
$50.1M 1,643,922 +55,027 +3%
UBS Group
5
UBS Group
Switzerland
$46.9M 1,538,297 -8,413 -0.5%
LPL Financial
6
LPL Financial
California
$46.2M 1,514,887 +104,492 +7%
OIA
7
OneDigital Investment Advisors
Kansas
$41.4M 1,358,764 +30,709 +2%
MIH
8
Meitav Investment House
Israel
$36M 1,181,001 -69,122 -6%
ETS
9
ESL Trust Services
New York
$29.8M 977,957 +86 +0%
Charles Schwab
10
Charles Schwab
California
$24M 787,211 +83,358 +12%
Wells Fargo
11
Wells Fargo
California
$21.8M 714,196 -231,465 -24%
KHLMVGHM
12
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$21.8M 713,416 – –
TC
13
TownSquare Capital
Utah
$16.8M 551,560 +102,289 +23%
EGWAG
14
Elwood & Goetz Wealth Advisory Group
Georgia
$16.8M 550,324 +24,529 +5%
WSWA
15
Warren Street Wealth Advisors
California
$15.6M 511,740 +13,274 +3%
FTUS
16
Flow Traders U.S.
New York
$13.2M 432,658 -1,995,059 -82%
Stifel Financial
17
Stifel Financial
Missouri
$11.7M 382,948 -41,233 -10%
TFA
18
Transamerica Financial Advisors
Florida
$11.4M 372,948 -6,705 -2%
HFS
19
Howard Financial Services
Texas
$10.7M 350,160 -31,373 -8%
EWM
20
Evermay Wealth Management
Virginia
$10.2M 334,120 +26,704 +9%
Ameriprise
21
Ameriprise
Minnesota
$9.91M 325,310 +899 +0.3%
CCA
22
Clearwater Capital Advisors
Illinois
$9.87M 323,840 +37,199 +13%
PCA
23
Pallas Capital Advisors
Massachusetts
$9.37M 307,568 +164 +0.1%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$9.24M 303,028 +301,246 +16,905%
MSRI
25
Michael S. Ryan Inc
New York
$9.23M 302,802 +9,973 +3%
1
2 3 4 5